Investment Management & Financial Planning

Customized Planning & Goal-Based Investing is at the Core of Smart Wealth Management.

Customize Your Planning

Retirement Planning
College Planning
Estate Planning
Tax and Retirement Distribution Planning
Insurance Planning
And more

We coordinate with and can refer you to other financial professionals to assist you with:

The strategy and preparation of Estate Planning Documents

The analysis and preparation of Tax Returns

Insurance Needs and Implementation

Customized Investment Portfolio Design

We provide complete investment services, including:

Risk Assessment
Investment Selection
Asset Allocation and Diversification
Portfolio Design and Full Implementation
Portfolio Rebalancing
Ongoing Portfolio Management, Monitoring, and Full Advisory Services

How can we help you?

SCHEDULE A COMPLIMENTARY CONSULTATION

Listen in on the most recent edition of our series, “Inside the Economy with SHJ Wealth Advisors” to find out what is happening in the markets and economy.

LISTEN NOW